Geneos Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $131K | Sell |
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|
2025
Q2 | $135K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $116K | Sell |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q3 | $71K | Sell |
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|
2021
Q2 | $92K | Buy |
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|
2021
Q1 | $43K | Hold |
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|
2020
Q4 | $43K | Sell |
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|
2020
Q3 | $792K | Buy |
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|
2020
Q2 | $420K | Buy |
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|
2020
Q1 | $50K | Hold |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $58K | Buy |
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|
2019
Q1 | $43K | Hold |
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|
2018
Q4 | $42K | Hold |
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|
2018
Q3 | $45K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $30K | Sell |
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|
2017
Q4 | $45K | Buy |
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|
2017
Q3 | $37K | Hold |
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|
2017
Q2 | $36K | Buy |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $6K | Buy |
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